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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,561 | $95,404-69.0% | $113,397-73.9% | $82,637-64.2% |
| Participation rate | 96.4% | 72.8%+23.6pp | 76.5%+19.9pp | 68.1%+28.4pp |
| Annual return | 30.55% | 19.08%+11.5pp | 23.20%+7.3pp | 53.51%-23.0pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $11,550 | $4,220+173.7% | $5,076+127.5% | $4,126+179.9% |
| Admin fee / account holder | $2,681 | $9,168-70.8% | $11,957-77.6% | $7,339-63.5% |